Vision Retirement, LLC
RIDGEWOOD NJ · SEC CIK 0002069023
$3.52亿2026Q1 申报市值
648持仓数
51.5%前十大占比 · 第一大 14.1%
100 / 51新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SYK 加仓+$334.31万
VUG 加仓+$159.66万
MU 加仓+$99.10万
GEV 加仓+$92.10万
XLG 加仓+$78.49万
2026Q1 卖出最多 按季末市值估算
SIVR 减仓-$167.54万
TCAF 减仓-$127.91万
GLD 减仓-$127.37万
FICO 清仓-$126.12万
IVV 减仓-$114.52万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BALI | ISHARES U S | $32.07万 | 0.09% | 10,408 | -2,821 | -21.3% | -$8.69万 | 减仓 |
| IGEB | ISHARES INVESTMENT | $33.40万 | 0.10% | 7,413 | -2,643 | -26.3% | -$11.91万 | 减仓 |
| SPYM | STATE STREET | $33.75万 | 0.10% | 4,410 | -2,406 | -35.3% | -$18.42万 | 减仓 |
| CEG | CONSTELLATION ENERGY | $34.33万 | 0.10% | 1,229 | -64 | -4.9% | -$1.79万 | 减仓 |
| CVX | CHEVRON CORP | $34.52万 | 0.10% | 1,668 | 144 | 9.4% | $2.98万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL | $35.70万 | 0.10% | 7,296 | -1,530 | -17.3% | -$7.49万 | 减仓 |
| KKR | KKR & CO | $36.74万 | 0.10% | 3,971 | 125 | 3.3% | $1.16万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $37.28万 | 0.11% | 1,525 | -123 | -7.5% | -$3.01万 | 减仓 |
| IXUS | ISHARES CORE | $37.48万 | 0.11% | 4,326 | -1,505 | -25.8% | -$13.04万 | 减仓 |
| QLTA | ISHARES AAA | $37.86万 | 0.11% | 7,956 | -4,285 | -35.0% | -$20.39万 | 减仓 |
| IAU | ISHARES GOLD | $38.08万 | 0.11% | 4,319 | -890 | -17.1% | -$7.85万 | 减仓 |
| IYW | ISHARES TECHNOLOGY | $39.25万 | 0.11% | 2,163 | -1,403 | -39.3% | -$25.46万 | 减仓 |
| IAGG | ISHARES CORE | $39.53万 | 0.11% | 7,899 | -633 | -7.4% | -$3.17万 | 减仓 |
| IBM | INTL BUSINESS | $41.85万 | 0.12% | 1,727 | -108 | -5.9% | -$2.62万 | 减仓 |
| ESGU | ISHARES ESG | $43.22万 | 0.12% | 3,056 | -347 | -10.2% | -$4.91万 | 减仓 |
| MTUM | ISHARES MSCI | $44.03万 | 0.13% | 1,835 | 59 | 3.3% | $1.42万 | 加仓 |
| BAI | ISHARES A I | $44.98万 | 0.13% | 13,651 | 2,288 | 20.1% | $7.54万 | 加仓 |
| APO | APOLLO GLOBAL | $46.92万 | 0.13% | 4,211 | -305 | -6.8% | -$3.40万 | 减仓 |
| EFG | ISHARES MSCI | $46.93万 | 0.13% | 4,214 | -2,404 | -36.3% | -$26.78万 | 减仓 |
| FIX | COMFORT SYSTEMS USA INC | $52.97万 | 0.15% | 384 | 384 | — | $52.97万 | 新建仓 |
| SHW | SHERWIN WILLIAMS | $53.73万 | 0.15% | 1,676 | 2 | 0.1% | $641 | 加仓 |
| RSG | REPUBLIC SERVICES | $56.44万 | 0.16% | 2,577 | -209 | -7.5% | -$4.58万 | 减仓 |
| THRO | ISHARES U S | $58.87万 | 0.17% | 16,253 | -714 | -4.2% | -$2.59万 | 减仓 |
| MPWR | MONOLITHIC POWER | $58.99万 | 0.17% | 540 | -5 | -0.9% | -$5,462 | 减仓 |
| GE | GE AEROSPACE | $62.61万 | 0.18% | 2,206 | 851 | 62.8% | $24.15万 | 加仓 |
| GOVT | ISHARES U S | $63.98万 | 0.18% | 27,926 | -3,671 | -11.6% | -$8.41万 | 减仓 |
| HD | HOME DEPOT | $65.28万 | 0.19% | 1,985 | -697 | -26.0% | -$22.92万 | 减仓 |
| KLAC | KLA CORP | $68.54万 | 0.19% | 466 | 454 | 3,783.3% | $66.77万 | 加仓 |
| CTAS | CINTAS CORP | $69.81万 | 0.20% | 4,127 | -35 | -0.8% | -$5,920 | 减仓 |
| BINC | ISHARES FLEXIBLE | $70.97万 | 0.20% | 13,666 | -714 | -5.0% | -$3.71万 | 减仓 |
| — | TOPBUILD CORP | $74.30万 | 0.21% | 2,115 | 1,515 | 252.5% | $53.22万 | 加仓 |
| JPM | JPMORGAN CHASE | $75.51万 | 0.21% | 2,567 | 8 | 0.3% | $2,353 | 加仓 |
| NVMI | NOVA LTD | $77.34万 | 0.22% | 1,781 | 1,781 | — | $77.34万 | 新建仓 |
| ASML | ASML HOLDING | $80.48万 | 0.23% | 609 | 44 | 7.8% | $5.81万 | 加仓 |
| OEF | ISHARES S&P | $85.16万 | 0.24% | 2,677 | -177 | -6.2% | -$5.63万 | 减仓 |
| HIMU | ISHARES HIGH | $86.85万 | 0.25% | 18,101 | -14,021 | -43.6% | -$67.27万 | 减仓 |
| TLH | ISHARES 10-20YR | $87.35万 | 0.25% | 8,673 | -943 | -9.8% | -$9.50万 | 减仓 |
| BX | BLACKSTONE INC | $88.42万 | 0.25% | 7,689 | -7 | -0.1% | -$805 | 减仓 |
| QTUM | DEFIANCE QUANTUM | $96.40万 | 0.27% | 8,984 | 4,440 | 97.7% | $47.64万 | 加仓 |
| MBB | ISHARES MBS | $100.41万 | 0.29% | 10,575 | -2,117 | -16.7% | -$20.10万 | 减仓 |
| DVY | ISHARES SELECT | $105.25万 | 0.30% | 6,952 | 8 | 0.1% | $1,211 | 加仓 |
| PWR | QUANTA SERVICES | $106.18万 | 0.30% | 1,934 | 19 | 1.0% | $1.04万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $106.94万 | 0.30% | 3,165 | 2,933 | 1,264.2% | $99.10万 | 加仓 |
| QQQM | INVESCO NASDAQ | $115.00万 | 0.33% | 4,840 | 2,560 | 112.3% | $60.82万 | 加仓 |
| PCN | PIMCO CORPORATE | $117.35万 | 0.33% | 98,616 | 1,166 | 1.2% | $1.39万 | 加仓 |
| MCD | MCDONALDS CORP | $120.42万 | 0.34% | 3,875 | -390 | -9.1% | -$12.12万 | 减仓 |
| GEV | GE VERNOVA | $122.66万 | 0.35% | 1,405 | 1,055 | 301.4% | $92.10万 | 加仓 |
| AXON | AXON ENTERPRISE | $123.42万 | 0.35% | 2,906 | -81 | -2.7% | -$3.44万 | 减仓 |
| QUAL | ISHARES MSCI | $123.91万 | 0.35% | 6,460 | -2,644 | -29.0% | -$50.71万 | 减仓 |
| VTI | VANGUARD TOTAL | $126.75万 | 0.36% | 3,951 | 598 | 17.8% | $19.18万 | 加仓 |
| TDG | TRANSDIGM GROUP | $130.79万 | 0.37% | 1,129 | 8 | 0.7% | $9,268 | 加仓 |
| IHI | ISHARES U S | $134.83万 | 0.38% | 25,273 | -8,545 | -25.3% | -$45.59万 | 减仓 |
| IVW | ISHARES S&P | $136.32万 | 0.39% | 12,052 | -1,703 | -12.4% | -$19.26万 | 减仓 |
| PTY | PIMCO CORPORATE | $139.50万 | 0.40% | 115,671 | 4,115 | 3.7% | $4.96万 | 加仓 |
| IEMG | ISHARES CORE | $139.64万 | 0.40% | 20,020 | -1,459 | -6.8% | -$10.18万 | 减仓 |
| PEG | PUBLIC SERVICE | $145.03万 | 0.41% | 17,916 | -244 | -1.3% | -$1.98万 | 减仓 |
| MUB | ISHARES NATIONAL | $145.43万 | 0.41% | 13,700 | -5,635 | -29.1% | -$59.82万 | 减仓 |
| IVE | ISHARES S&P | $147.96万 | 0.42% | 7,007 | -305 | -4.2% | -$6.44万 | 减仓 |
| TT | TRANE TECHNOLOGIES | $150.50万 | 0.43% | 3,612 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $151.97万 | 0.43% | 15,805 | -957 | -5.7% | -$9.20万 | 减仓 |
| DYNF | ISHARES U S | $154.48万 | 0.44% | 26,552 | -3,939 | -12.9% | -$22.92万 | 减仓 |
| EFV | ISHARES MSCI | $163.07万 | 0.46% | 21,932 | -6,428 | -22.7% | -$47.79万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES | $163.89万 | 0.47% | 11,204 | -88 | -0.8% | -$1.29万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR | $165.64万 | 0.47% | 4,901 | 140 | 2.9% | $4.73万 | 加仓 |
| TCAF | T ROWE | $181.91万 | 0.52% | 51,113 | -35,939 | -41.3% | -$127.91万 | 减仓 |
| VUG | VANGUARD GROWTH | $182.81万 | 0.52% | 4,185 | 3,655 | 689.6% | $159.66万 | 加仓 |
| ITA | ISHARES AEROSPACE | $184.57万 | 0.52% | 8,437 | 103 | 1.2% | $2.25万 | 加仓 |
| GS | GOLDMAN SACHS | $196.98万 | 0.56% | 2,328 | 178 | 8.3% | $15.06万 | 加仓 |
| ISRG | INTUITIVE SURGICAL | $199.20万 | 0.57% | 4,321 | -59 | -1.3% | -$2.72万 | 减仓 |
| AZO | AUTOZONE INC | $203.34万 | 0.58% | 602 | 3 | 0.5% | $1.01万 | 加仓 |
| VO | VANGUARD MID | $227.13万 | 0.65% | 7,909 | -140 | -1.7% | -$4.02万 | 减仓 |
| IUSB | ISHARES CORE | $234.23万 | 0.67% | 50,711 | -9,585 | -15.9% | -$44.27万 | 减仓 |
| GOOGL | ALPHABET INC | $261.46万 | 0.74% | 9,092 | 56 | 0.6% | $1.61万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $262.90万 | 0.75% | 12,225 | -9 | -0.1% | -$1,935 | 减仓 |
| SMH | VANECK SEMICONDUCTOR | $277.08万 | 0.79% | 7,227 | 1,009 | 16.2% | $38.69万 | 加仓 |
| WM | WASTE MANAGEMENT | $282.01万 | 0.80% | 12,273 | 32 | 0.3% | $7,353 | 加仓 |
| DGRO | ISHARES CORE | $315.41万 | 0.90% | 44,943 | -5,427 | -10.8% | -$38.09万 | 减仓 |
| CAT | CATERPILLAR INC | $319.23万 | 0.91% | 4,506 | 103 | 2.3% | $7.30万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR | $353.21万 | 1.00% | 10,747 | 663 | 6.6% | $21.79万 | 加仓 |
| SYK | STRYKER CORP | $359.61万 | 1.02% | 10,944 | 10,174 | 1,321.3% | $334.31万 | 加仓 |
| LMT | LOCKHEED MARTIN | $361.63万 | 1.03% | 5,983 | -13 | -0.2% | -$7,858 | 减仓 |
| VGT | VANGUARD INFORMATION | $406.04万 | 1.15% | 5,820 | 509 | 9.6% | $35.51万 | 加仓 |
| RDVY | FIRST TRUST | $407.32万 | 1.16% | 59,655 | 3,143 | 5.6% | $21.46万 | 加仓 |
| IVV | ISHARES CORE | $432.59万 | 1.23% | 6,622 | -1,753 | -20.9% | -$114.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $432.88万 | 1.23% | 11,694 | -10 | -0.1% | -$3,702 | 减仓 |
| META | META PLATFORMS | $499.31万 | 1.42% | 8,727 | -139 | -1.6% | -$7.95万 | 减仓 |
| MA | MASTERCARD INC | $511.33万 | 1.45% | 10,234 | -56 | -0.5% | -$2.80万 | 减仓 |
| GOOG | ALPHABET INC | $548.76万 | 1.56% | 19,130 | -122 | -0.6% | -$3.50万 | 减仓 |
| SPY | STATE STREET | $568.62万 | 1.62% | 8,743 | -194 | -2.2% | -$12.62万 | 减仓 |
| AVGO | BROADCOM INC | $579.93万 | 1.65% | 18,737 | 80 | 0.4% | $2.48万 | 加仓 |
| NVDA | NVIDIA CORP | $718.42万 | 2.04% | 41,194 | -495 | -1.2% | -$8.63万 | 减仓 |
| V | VISA INC | $764.90万 | 2.18% | 25,308 | 59 | 0.2% | $1.78万 | 加仓 |
| VYM | VANGUARD HIGH | $886.02万 | 2.52% | 59,826 | 692 | 1.2% | $10.25万 | 加仓 |
| XLG | INVESCO S&P | $930.76万 | 2.65% | 170,625 | 14,389 | 9.2% | $78.49万 | 加仓 |
| VOO | VANGUARD S&P | $1,020.66万 | 2.90% | 17,081 | 874 | 5.4% | $52.23万 | 加仓 |
| TSLA | TESLA INC | $1,227.15万 | 3.49% | 33,010 | 174 | 0.5% | $6.47万 | 加仓 |
| COST | COSTCO WHOLESALE | $1,265.64万 | 3.60% | 12,702 | -82 | -0.6% | -$8.17万 | 减仓 |
| DIA | STATE STREET | $1,505.79万 | 4.28% | 32,509 | 938 | 3.0% | $43.45万 | 加仓 |
| AMZN | AMAZON COM | $2,116.86万 | 6.02% | 101,640 | -391 | -0.4% | -$8.14万 | 减仓 |
| AAPL | APPLE INC | $3,420.15万 | 9.73% | 134,763 | -242 | -0.2% | -$6.14万 | 减仓 |